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Smartleaf’s Zero-Effort Revolution: How True Automation Frees Advisors from Portfolio Management
Smartleaf President Jerry Michael explains how automation eliminates operational friction in portfolio management—making personalization effortless.
Wharton's Jeremy Siegel Flags Three Near-Term Bumps For 2026 But Maintains Positive Outlook: Report
Jeremy Siegel on Monday reportedly flagged three potential hurdles for U.S. markets in 2026.
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Estate planning can be done remotely
During this unprecedented time, people’s need for urgent estate planning has increased.
Best States to Die In... For Taxes
Does your ability to pass on your wealth to your heirs depend on where you live ... and die? Indeed, it does.
Kobe Bryant Left One of His Daughters out of the Trust Fund. Can It Be Amended?
Because his death was so sudden, the basketball legend had never gotten around to adding his youngest daughter Capri to the trust fund that he set up.
Pandemic Is Prompting Many To Get Important Estate-Planning Work Completed
As the COVID-19 pandemic became worse and the reality of the situation became more apparent, the need to complete estate plans has become clear.